Helping dentists throughout the Pacific Northwest to use finances as a resource to achieve their ideal life is our passion. Working as fiduciaries, we tailor fee-only, comprehensive financial planning advice and academically researched investment strategies to each client's unique situation.
Clients who visit our office may find out why we love "living on a postcard" 25 miles East of Seattle. Nestled among the woods right off exit 25 on I-90, with mountain vistas and just up the hill from Snoqualmie Falls, is where you'll find us serving clients while balancing work, life & family.
Meet the Team
Our Values
Trust
We take time to listen to you and understand your dreams and concerns. As fiduciaries & and fee-only financial advisors, we provide advice which is always in your best interest. We do what we say we are going to do for you.
Communication
We schedule regular meetings with you to update the advice which we have given you. We are very responsive to your questions and concerns, with customer service our top priority.
Expertise
We deliver financial planning advice specific to your situation. We provide academically validated & evidenced-based investment management services. In addition, we assist you in implementing the advice which we provide.
